TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team looks a at range of topics on retirement planning.

Techtalk

MONEY PURCHASE INCOME OPTIONS

Advisers can support pension scheme members in understanding their money purchase pension income options – helping them avoid potentially poor tax consequences.

 

STILL NOT COMPUTING: EMERGENCY TAX, PAYE & PENSION LUMP SUMS

We round up recent suggestions for changing the taxation of pension lump sum withdrawals. Then explain the current process – which can create anomalies under both emergency tax and PAYE.

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MORTGAGE PROTECTION BREAKTHROUGH: NEW WELFARE DISREGARDS

An explanation of the DWP’s commitment to disregard some protection insurance benefits used to pay mortgage interest and capital for Universal Credit means-testing.

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MONEY IN THE RIGHT HANDS: PROTECTION TRUSTS AND ALTERNATIVES

Timely payment of protection death claims can be achieved via modern claims processes, joint life first death or life of another policies. Trusts are the traditional solution – but need to be used correctly.

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THE TAPERED ANNUAL ALLOWANCE TAX CALCULATION

Understanding adjusted income and threshold income is key to understanding the tapered annual allowance – one of the most complex restrictions to pension funding.

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CYCLICAL RE-ENROLMENT – REMINDER OF EMPLOYER DUTIES

An outline of the employer’s three-yearly duty to re-assess workers in the re-enrolment pool who’ve opted-out or ceased active membership of a qualifying scheme.

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